Set the Visitors Dashboard up once and it opens the way you work every morning.
When you need this
You filter and pick columns every day, and want to stop doing it by hand.
| Want | Use |
|---|---|
| Different columns, for example Company or Parking | Fields |
| Your filters and columns kept under a name | Views: Save view, then the star (Set as default) to open it every time |
| More rows on screen | Compact (it then reads Comfortable to switch back) |
| A spreadsheet of the visits | Excel: every matching visit, always with the same columns |
Views are kept in this browser, for you. They do not follow you to another computer, and colleagues cannot see them: each person saves their own.
Useful views to save once: Today - expected, On site now, Contractors this week.
Where to do it
- The Visitors Dashboard
- For a formal record, Choose a Report or Export